TAXF icon

American Century Diversified Municipal Bond ETF
TAXF

Overview Fund Activity

78 hedge funds and large institutions have $343M invested in American Century Diversified Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
46
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$89.8M
2
CI
2
CX Institutional
Indiana
$25.6M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$5.13M
4
Jane Street
4
Jane Street
New York
$5.51M
5
CCM
5
Condor Capital Management
New Jersey
$6.91M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$1.43M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.3M
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
51
Lodestone Wealth Management
Washington
$683K +$3.08K +61 +0.5%
SF
52
Synovus Financial
Georgia
$661K +$1.47K +29 +0.2%
MFG
53
Merit Financial Group
Georgia
$641K – – –
SAG
54
SageView Advisory Group
California
$618K +$618K +12,227 New
FAFN
55
First Affirmative Financial Network
Colorado
$597K +$43.6K +863 +8%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$565K +$49.2K +973 +10%
PA
57
PFG Advisors
Arizona
$564K -$12.7K -251 -2%
RJA
58
Raymond James & Associates
Florida
$532K +$200K +3,961 +60%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$530K +$530K +10,481 New
CAN
60
Cetera Advisor Networks
California
$486K -$1.16K -23 -0.2%
LA
61
Lifeworks Advisors
Michigan
$407K -$48.8K -965 -11%
PTC
62
Private Trust Company
Ohio
$399K +$18.5K +365 +5%
AWG
63
Altus Wealth Group
Colorado
$385K -$506K -10,004 -57%
CA
64
CGN Advisors
Kansas
$382K -$37K -731 -9%
RW
65
Regimen Wealth
Georgia
$357K +$81.3K +1,608 +29%
CFS
66
CRA Financial Services
New Jersey
$316K +$3.79K +75 +1%
Stifel Financial
67
Stifel Financial
Missouri
$285K -$1.52K -30 -0.5%
FPGK
68
Financial Partners Group (Kansas)
Kansas
$260K +$33.4K +661 +15%
FAG
69
Fortitude Advisory Group
Washington
$239K -$65.3K -1,292 -21%
ML
70
McAdam LLC
Pennsylvania
$227K -$11.5K -227 -5%
CMBA
71
C.M. Bidwell & Associates
Hawaii
$174K – – –
GWM
72
Geneos Wealth Management
Colorado
$73.3K +$61.4K +1,215 +517%
AssetMark Inc
73
AssetMark Inc
California
$24K +$1.42K +28 +6%
AWM
74
Avior Wealth Management
Nebraska
$22.7K +$22.7K +449 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$17.5K +$17.5K +346 New
1 2
3
4